Listen to the news, read the newspaper, or surf the web and you can’t help but hear about famous estate litigation cases. Whether it’s determining who the guardian should be for Michael Jackson’s children, how much of the Leona Helmsley estate should pass to her dog, Trouble, or whether or not Anthony Marshall unduly influenced his philanthropic mother, Brooke Astor to change her Will in his favor, one thing is for sure – such contested estates aren’t unique to rock stars or land barons, but rather, affect hard working families day in and day out.
The most common estate litigation cases involve
- Claims of undue influence;
- Lack of capacity;
- Change in the titling of assets either by a power of attorney or an heir altering the dispositive intent of the testator;
- Demands for an estate accounting and objections to the accounting when produced;
- Removal of an executor; or
- Actions challenging trustees as to the investment management of a trust portfolio;
Each case is different and the laws vary from state to state. Accordingly, this website is intended to provide the browser with general, current, interactive information written by an attorney whose practice is geared towards probate litigation and contested estates.
Surrogate Court dockets are filled with cases involving family members fighting over the assets and intentions of a deceased parent or spouse. Probate Wars of the Rich & Famous: An Insider’s Guide to Estate Planning and Probate Litigation tracks the estate litigation cases of Anna Nicole Smith, Brooke Astor, Michael Jackson, Nina Wang, Jerry Garcia and Leona Helmsley and identifies the five universal factors that caused such disputes. Each chapter provides estate planning insights designed to help individuals plan their estates without causing litigation. If, however, probate litigation cannot be avoided, the book also provides invaluable lessons about undue influence claims, how to remove a fiduciary, demanding an estate accounting and claims seeking to set aside lifetime transfers that undermined the decedents intentions. Few – if any – estate planning books utilize colorful celebrity accounts to provide meaningful insights and actionable advice.
Russell J. Fishkind, Esq., is a Partner with the law firm Saul Ewing, LLP, an Associate Adjunct Professor at New York University, the author of Probate Wars of the Rich and Famous – An Insider’s Guide to Estate Planning and Probate Litigation, and the co-author of JK Lasser’s Estate & Business Succession Planning. Mr. Fishkind brings years of courtroom experience and practical advice into his educational Estate Litigation Video series to help browsers better understand this unique area of the law.
Additionally you can also email a specific question and have Russell J. Fishkind, or an attorney on his team who focuses on probate litigation respond.
